OceanX: Hormuz closes; box volumes grow; Robinson's orchard wilts
The apple of one’s eye…
The US-Iran conflict has resumed its escalation spiral and appears poised to expand from Hormuz to the Red Sea. Carriers will once again reap the rewards, with Hapag-Lloyd upgrading its 2026 forecast and OOCL reporting some sexy Q2 operational numbers.
CH Robinson has featured heavily in the news recently, casting CEO Dave Bozeman as a hero of AI and its stock price more than doubling in the past 12 months. Some nice cost management no doubt, with some share buybacks to ...
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